Stuart Holdsworth, Author at Financial Simplicity

Better Investment Proposition

Client Portfolios & Spinning Plates

Better Business Better Business Value Better Portfolio Propositions Managed Accounts

Navigating the Era of De-Productisation

Better Business

The new era of digital empathy in wealth and investment management

Better Business Value

Do you have a wealth management business or practice ?

Better Portfolio Propositions

Monitoring portfolios to your desired investment structures

Better Business Value

It is now an ideal time for non-technical innovation in wealth management

Better Business

What Could 2020 Bring for Wealth Management

Better Portfolio Management

Model Portfolios: The hidden challenges of a simple idea

Better Business

It’s time to focus on the end game…

Better Portfolio Propositions

Excel may be the best portfolio management software in the world today, however….